# South Oxford Management LLC 401(k) Plan
Source: https://planprovider.pro/companies/south-oxford-management-llc-401k-plan

> South Oxford Management LLC's 401(k) plan: 433 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** South Oxford Management LLC

- **Sponsor EIN:** 814282539

- **Sponsor Address:** 5151 BELT LINE ROAD, SUITE 1100, DALLAS, TX, 75254

- **Plan Type:** 401(k)

- **Total Participants:** 433

- **Total Assets:** $19.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|433|$19.3M|$1.1M|$2.3M|

| 2023|420|$15.6M|$1.1M|$2.3M|

| 2022|419|$12.3M|$1.0M|$2.1M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$109,911|—|$109,911|

| VISIONPOINT ADVISORY GROUP|INVESTMENT ADVISORY|—|$40,399|$40,399|

| BENEFIT PLANS PLUS LLC|CONTRACT ADMINISTRATOR|$10,519|$7,739|$18,258|

| COHNREZNICK LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $168,568

- **Estimated Expense Ratio:** 0.873% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$120,414|—|$120,414|—|—|

| 2023|$114,111|—|$114,111|—|—|

| 2022|$102,888|—|$102,888|—|—|

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